DP
CFA
DP
CFA

Douglas Richard Plahn

28 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,801 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $20.0M0.75%
$20.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13333 California St, Suite 500, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Douglas is a Senior Vice President, Board Director, and Chairman at Bridges Trust Co and Bridges Trust Company of South Dakota, focusing on portfolio/relationship management. He also holds director and officer positions at two property holding/management corporations, Winstrom Properties Inc. and Sydvest Inc.

Employment History
Current Registrations
Bridges Investment Management INC
February 2000 - Present · 26 yrs
Previous Registrations
Bridges Investment Management INC
February 2000 - December 2002 · 2 yrs 10 mos
Bridges Investment Advisers
September 1999 - December 2013 · 14 yrs 3 mos
Bridges Investment Advisers
August 1999 - December 2002 · 3 yrs 4 mos
Bridges Investment Counsel INC
April 1997 - August 2017 · 20 yrs 4 mos
Bridges Investment Counsel INC
April 1997 - December 2002 · 5 yrs 8 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.